From lead generation to client onboarding, SLA tracking to team management — BPOExchange unifies every aspect of your outsourcing business into a single, powerful subscription platform.
25+
Platform Modules
8
User Roles
5
CRM Integrations
99.9%
Uptime SLA
A dedicated portal where your clients can manage documents, track SLAs, communicate with their team, and monitor onboarding progress.
Real-time overview of your account, SLA compliance, onboarding progress, and team activity in one place.
Secure cloud storage for contracts, invoices, reports, and onboarding materials with role-based access.
Submit and track support tickets with priority levels, SLA-backed response times, and full history.
Live SLA compliance tracking with breach alerts, performance metrics, and historical reporting.
Visual milestone tracker for your onboarding journey with assigned team members and due dates.
Direct communication with your account manager, project lead, and support team in threaded conversations.
Guided questionnaire covering operations, compliance, technology, and staffing to tailor your BPO solution.
Invite employees, assign access levels (owner, manager, billing, viewer), and manage your organization.
Stay informed with onboarding updates, SLA alerts, newsletter broadcasts, and system announcements.
Digital NDA workflow with timestamped signatures, IP tracking, and compliance verification.
Sales pipeline management, CRM integrations, analytics, team coordination, and everything your BPO operation needs to scale.
Full deal lifecycle management from lead to close with value tracking, probability scoring, and forecasting.
Visual Kanban board tracking leads through New → Contacted → Qualified → Proposal → Converted with time-at-stage analytics.
Log inbound/outbound calls with duration, outcome tracking, and contact history for every client interaction.
Record every client interaction — calls, emails, meetings, demos — with timeline visualization.
Centralized inbox for incoming leads with assignment workflow, status tracking, and team distribution.
Conversion funnels, team performance, revenue analytics, and custom dashboards with export to CSV/PDF.
Complete client profiles with custom fields, contact management, industry tracking, and account health scoring.
Smart reminder system for follow-ups, deadlines, and recurring tasks with notification integration.
Connect Salesforce, HubSpot, Zoho, Pipedrive, and Dynamics 365 with bidirectional sync and conflict resolution.
Post positions, manage applications, build a talent pool, and match candidates with open roles.
Hierarchical teams with managers, leads, and agents. Granular role-based access control for every section.
Template management, digital attestation workflow, and audit trail for regulatory compliance.
Choose the plan that fits your operation. All plans include core features, regular updates, and dedicated support.
Perfect for small BPO operations getting started.
For growing teams that need the full platform.
Tailored for large-scale BPO operations.
Get started in minutes, not months.
Choose your plan and create your account. No setup fees, no long-term contracts.
Set up your teams, roles, SLAs, and CRM integrations with guided onboarding.
Invite clients to their portal with NDA attestation, discovery sessions, and document sharing.
Manage your entire BPO relationship from your personalized dashboard.
Explore the platform with pre-configured demo accounts. Password for all accounts: demo
demo-adminFull platform access — manage clients, teams, analytics, and all settings.
demo-clientClient portal view — documents, SLA status, support tickets, and messaging.
demo-salesSales operations — deals pipeline, calls, leads, touch points, and inbox.
Additional demo accounts: demo-pm, demo-support, demo-accounting, demo-backoffice
Fill out our contact form and our team will reach out to discuss how BPOExchange can transform your BPO operations.